AAF Wealth Management, LLC VO Holdings History
AAF Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 10,058.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.60 Mil. This investment constitutes 1.4% of their stock portfolio, and AAF Wealth Management, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2020Q4. And since then AAF Wealth Management, LLC has made 8 purchases of VO, at an average price of $199.71, for a total of 60,885.00 shares. In addition, there have been 9 sales at an average price of $224.39 for 50,827.00 shares. Based on historical transaction data and VO's current price of $279.92, AAF Wealth Management, LLC's estimated gain on his VO holdings is $2.06 Mil, reflecting a 16.95% gain to date.
AAF Wealth Management, LLC VO ($279.92) Holding Chart
AAF Wealth Management, LLC VO ($279.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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